Accounting services; Tax advisory services; Tax preparation; Tax and taxation planning, advice, information and consultancy services

Financial advisory and consultancy services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial retirement plan consulting services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Investment consultation; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Providing information in the field of financial planning; Insurance and financial information and consultancy services; Insurance services, namely, insurance eligibility review and verification and consultation in the life, health, long term care, dental and vision industry; Providing information about healthcare insurance plans; Development of insurance policies for others; Providing insurance information; Insurance consulting in the field of life, health, long term care, dental and vision insurance